Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

Financial  // Browsing posts in Financial

FPH’s Three Developments on Schedule with No Expected Delays (FPH)

Research Question: Are FivePoint Holdings’ three major development projects on track to meet their stated timelines and milestones? Companies: AMZN, FPH, LEN, TOL By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings All three of FivePoint Holdings LLC’s (FPH) major development projects are on schedule to meet their timelines and milestones. […]

Read more...

Report Update: Additional Enterprise Source Confirms WageWorks Challenged with ADP Transition (WAGE)

Research Question: Will WageWorks’ organic growth continue at its projected pace of 9% to 14%? Companies: ANTM, BNFT, CNDT, FITB, HQY, MMC, TNET, UMBF, WAGE, WLTW By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings An additional interview with a benefits manager for a financial services firm with nearly 5,000 employees […]

Read more...

WageWorks’ Growth Stems from Acquisitions Rather Than New Clients (WAGE)

Research Question: Will WageWorks’ organic growth continue at its projected pace of 9% to 14%? Companies: BNFT, CNDT, HQY, MMC, TNET, UMBF, WAGE, WLTW By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings WageWorks Inc. (WAGE) is more likely to see its growth come from acquisitions rather than organically. Seven of […]

Read more...

Oct 05 2017 Banking, Financial, Technology

Q2 Holdings’ Upmarket Initiative Gains Traction Amid Growing Digital Demand (QTWO)

Research Question: Will Q2 Holdings’ new products and recent product enhancements be the catalyst that ensures its upmarket success? Companies: ACIW, BOM:538835, EPAY, FDC, FIS, FISV, JKHY, NCR, QTWO, TBBK By: David Franklin Click here to download report (.pdf)   Summary of Findings Q2 Holdings Inc. (QTWO) is experiencing growth in its core Tier 2–3 […]

Read more...

FivePoint Holdings Idea Proposal (FPH)

FivePoint Holdings Idea Proposal (FPH)

Are FivePoint Holdings’ three major development projects on track to meet their stated timelines and milestones?   Report Available: November 8, 2017   Blueshift’s initial research showed FPH with three major mixed-use development projects in various states of progress all receiving good news with regard to approvals lining the way closer to project completion. While […]

Read more...

Take It to the Bank: PayPal Continues to Shine (PYPL)

Research Question: Now that PayPal has crossed the $100 billion mark in quarterly payment volume, can it continue to outpace expectations? Or are there threats on the horizon? Companies: AAPL, AMZN, AXP, BABA, BAC, C, COF, DFS, FDC, GOOG/GOOGL, GPN, HKG:0700, JPM, KRX:005930/005935, MA, PAY, PYPL, SQ, TSE:SHOP, TSS, V, VNTV, WFC By: Seth Agulnick […]

Read more...

Apartments.com’s Dominance Secure in 2017; Challenges Ahead (CSGP)

Research Question: Can CoStar’s Apartments.com maintain its dominance in the ILS market despite fierce competition and a low barrier to entry? Companies: CSGP, FB, GOOG/GOOGL, RP, Z By: David Franklin Click here to download report (.pdf)   Summary of Findings CoStar Group Inc.’s (CSGP) com will continue to dominate the internet listing services (ILS) market […]

Read more...

PayPal Idea Proposal (PYPL)

PayPal Idea Proposal (PYPL)

Now that PayPal has crossed the $100 billion mark in quarterly payment volume, can it continue to outpace expectations or are there threats on the horizon that will slow its growth?   Report Available: September 7, 2017   Blueshift’s initial research found PYPL continuing its impressive rate of growth in revenue, platform volume, and new […]

Read more...

Q2 Holdings Idea Proposal (QTWO)

Q2 Holdings Idea Proposal (QTWO)

Will Q2’s new products and recent product enhancements be the catalyst that ensures its upmarket success? Report Available: September 15, 2017   Blueshift’s initial research shows QTWO’s cloud-based banking service continuing to grow at a rapid pace during the first half of 2017, including impressive new business in the Tier 2 and 3 markets. The […]

Read more...

Subprime Lenders Self-Correct, Reduce Risk; 2017 Returns Pressured But Stable

Research Question: Has tighter underwriting isolated the subprime lending problems to 2015 vintages? Are 2017 risk-adjusted returns attractive? Companies: ALLY, BOFI, CACC, COF, CPSS, FNMA, GM, IMH, JPM, NICK, SC, WFC By: David Franklin Click here to download report (.pdf)   Summary of Findings Subprime problems extend beyond just the 2015 “vintage” loans. Late 2014 […]

Read more...